See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,861 | $105,998-41.6% | $92,233-32.9% | $147,584-58.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 38.38% | 50.05%-11.7pp | 176.28%-137.9pp | 578.55%-540.2pp |
| Employer contribution / active EE | $2,257 | $4,333-47.9% | $3,679-38.7% | $4,876-53.7% |
| Participant deferral / active EE | $12,549 | $4,478+180.2% | $3,897+222.0% | $5,439+130.7% |
| Admin fee / account holder | $85 | $6,332-98.7% | $5,194-98.4% | $10,885-99.2% |